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[[upgrade-cvs|CVS Information]]


====== Post Go-Live Issues 7/31/2007 ======
  * Tom is working getting the SQLServer/Oracle Connection Issues as well as Database Issues.
  * Steve is working on putting up the stand-by database and database copies.
  * Darrell is squaring away the CIGNA, Fidelity files and transfers.
  * Gaylord and Dan have been working with Karen Anderson on GLSP holds and pre-registration testing.
  * Mike Loegering and Pat Leone have been working on Karen Anderson on GLSP on-line registration.
  * Barbara is working on Payroll Distribution and BMAPS opening fiscal year activities.
  * Rich is working on Admission Web Inquiry and database issues.
  * Uday has been providing remote support.


I've updated Ed's critical path list.
=== Ed's critical path list:===
[[\\stowe\htmldocs\Upgrade to 8.9\Meeting Notes & Tasks\Critical Path Tasks.xls]]


====== Post Go-Live Issues 7/20/2007 ======
=== High Priorities ===

  - QuickPay backend processing not working.  Dan, Rich and Matt researching. (resolved)
  - Test Scores not working - Dan (resolved).
  - Security Queries for mapping of content reference (to help configure security) - Uday and Ed?
  - Printing of PO labels - Gaylord (resolved)
  - Admission Interviews - Uday (resolved w. slight problem)
  - Account Code table - maintain lookup table - Barbara and Uday (resolved)
  - Reports Problem output going to wrong directory. - Annette & Uday (resolved)
  - Problem with the Process Scheduler and Posting - Uday and Tom (resolved)
  - Individual Client Machines get processing, processing message and fail.  As soon as this happen get Uday or Tom to come look at the  machine -- also record exact time and user-id.  For Dan P. it apppeared to happen just during navigation.
  - Review Payroll Security - Dan and Ed (resolved -- might require a little more fine-tuning)


=== Other Prioriies ===
  - Performance Monitor Setup - Uday and Tom
  - Application Server Failover - Uday and Tom
  - MP7 applied to DMO database. - Uday
  - Sevis - Uday
  - Clearinghouse reports - Uday 
  - Further exploration and explanation of dynamic roles and setup. - Uday and Daune'
  - Backup Database Box ready by 7/25/2007 for Steve to start work.



=== Resolved ===
  - Descending indexes and complex joins causing core dumps.  07.17.07 Oracle SR 17681050.6, assigned to development as bug #6238305. workaround is to use internal Oracle parameter preventing the cost based optimizer from going down certain paths.


 








======July 12 - 16 Go Live Weekend ======

  * Payroll completes on Thursday 7/12/2007 at 12:30 PM (Ed has confirmed with Payroll, Daune' and Ed checking with Registrar, GLSP, Admission)
  * 7/12 Thursday, 12:30 PM Steve Windsor begins Backups, Copies and Conversion from Oracle 9 to Oracle 10 (approx. 12 hours).
  * 7/12 Copy/Set up PS81 Training database for intermediate Portfolio [[hrms-sfis-upgrade:interim_portfolio_steps_for_go_live]].
  * 7/13 Friday, 12:00 AM (Midnight) Uday and Tom kick off PeopleSoft Upgrade Scripts, Mods and Create Custom Database (approximately 30 hours + 10 )
  * 7/14 Saturday morning upgrade complete.
  * 7/14 Database Maintenance (copies and backups) 2-3 hours
  * 7/14 Programmers/Developers/SFIS/HRMS staff in on Saturday afternoon (exact time TDB).
  * 7/15 Sunday Ed and Daune' are going to ask functional offices to come and test (they are developing a list).
  * 7/16 Monday Database open in morning exact time TBD.
  * PS 8.9 LIVE!
    * 7/17 Tuesday Payroll must transmit by 5:00 PM.

=== Ed's critical path list:===
[[\\stowe\htmldocs\Upgrade to 8.9\Meeting Notes & Tasks\Critical Path Tasks.xls]]

[[\\stowe\htmldocs\Upgrade to 8.9\Issue Tracker\Upgrade 8.9 Issues database.mdb| Upgrade Issues Database]]

=== Infrastrucuture Load Steps===

  * 6/4-6/13 Tom and Uday will work on the next test move.
  * 6/14 (probably evening of) Mike and Steve W. will move the database files to the new faster SAN.
  * 6/15 Henk, Mike, Steve and Tom run second load test.  We will bring down competeing databases on the box wanaka for this test. 
  * 6/16 James will order the Standby PeopleSoft database box. 
  * 6/26 PeopleSoft database box arrives. 
  * 7/9/2007 Standby Box installed, OS and Oracle 10 in place.


=== Miscellaneous Pending Items ===
  * PGP Purchased and installed - jtaft, melson, rlanger and smachuga


=== Portfolio ===
  * Managers Toolbox Apex Problem fixed on Monday (6/11) - mglynn, dlawrence, ahoward
  * Meeting on Monday 11:00 AM to look at limited Portfolio during outage.

=== Wesleyan Custom Menus and W89 Projects: (SA reviewed by Daune',Dan,Gaylord,Rich and Tom 6/7/2007) ===

\\stowe\htmldocs\Upgrade to 8.9\wesleyan menus.xls

=== Barbara's Process Scheduler document ===
[[\\stowe\htmldocs\Upgrade to 8.9\Recurring Jobs in Process Scheduler.doc]]

=== Autosys Processes ===

[[https://iasapp1.wesleyan.edu/psadmn/upgrade.autosys_list_all|List Autosys Jobs]] (Reviewed 6/7/2007)

=== Naming Conventions (Rich, if these have changed since you created them please modify ===   
     - start with 89
     - next is the functional area (cs,hr, fp, or wes for more general functionality)
     - then the sqr name
     - next you can put a short description if the sqr name does not mean enough.
     - and finally the database without ps89.
 **Examples:**
         89_wes_Sysadm_Grant_Maintenance.sql_dev
         89_fp_wb_pln_x.sqr_bmaps_qtable_create_dev
         89_cs_wsftuit1_sqr_dev 


=== SQR Modification Procedures ===
 
We decided in the meeting that we would eliminate all files from SQR_WES in the test environment.  
Each custom SQR will be tested in DEV.
SQRs/SQCs will be "checked out" by making a copy of the file with the developers name apended to the end of the file name. Once the programmer is satisfied that it is working properly the file will be updated (at a minumum) with a line item of UPG89 and the developers initials and a copy will be place in SQR_WES in the test directory structure.  The original renamed copy of the file can be deleted from SQR_WES in DEV.  

----

The command line will change to something like:  

  * /psopt/autosys/run_ps_process.pl -c {ps89prod,ps89dev,ps89test} -f {test.sql,test.sqr,test.batch,psae.exe} -a"other parameters"
  * production jobs will run on pstux1 and all others will run on pstux2
  
Upgrade Problem List [[problems]]
Modified PLSQL Objects [[mod_plsql]]

Please review SQL scripts on pstux2 at (these are only accessible with proper permissions):
pstux2\psopt\scripts\post_Upgrade_SQL\

===== Database Upgrade Moves =====
^Type ^Start Date ^Tools Source ^Data Source ^Output DB ^
|Test1 |11/27/2006 |DMO |psprod80 |PS89PRO1 | Done |
|Test2 |1/22/2007 |DMO |psprod80 |PS89PRO2 | Done |
|Prodint |3/5/2007 |DMO |psprod80 |PS89INT | Done |
|ProdMP1 |4/16/2007 |PS89INT |psprod80 |PS89MP1 | Done |
|ProdMP2 |6/4/2007 |PS89INT |psprod80 |PS89MP2 | Done |
|ProdMP3 |7/4/2007 |PS89INT |psprod80 |PS89MP3 |  |
|GoLive |7/13/2007 |PS89INT |psprod80 |PS89PROD | |


====== OLD NOTES Beyond this Point ======

===== Meeting Notes =====











==== May 22, 2007 Agenda ====
  - Materialized Views: Annette, Barbara and Mary are taking the lead on the materialized views.  Steve will be advising.
  - Test Portfolio: Mary, Mike and Steve will create test DAD's for applications such as Pre-Reg that are linked to the portfolio but whose code and database connections are outside the portfolio. (DAD's changed: noon 5/23, Technical Staff: 5/23 afternoon, 5/24; HRMS/SFIS community 5/25)
  - Mini Test Upgrades - Tom
  - Install and test IAS web server for redundancy
  - PSTUX1 - (https) SSL certificate almost done/ App server and Web Servers. Done 5/30
  - PeopleSoft Crystal Server will be on Alta.
  - Resolve IAS version issues.  Steve and Tom. Steve is waiting for response from Oracle/PS.
  - Rich working on Search/Match in App Engine - SUSPEN TABLE - creates a person.
  - GPG (TUX2) & PGP (TUX1) - Rich 
  - Common App - Gaylord - Record Applicant's Language in DB.
  - Process Scheduler Document - Barbara (5/23 - 1/2 hour meeting)
  - Nightly Autosys Personal Data Jobs (and maybe others)





 









==== May 11, 2007 ====

  - Account Code Table Load - Barbara (5/11) **In-Progress**
  - Personal Data Model and Component Interface - Annette and Barbara (5/11) **Resolved**
  - The one Financial Aid Mass Change that is not working - Daune' (n/a)
  - Applicant creation process - Gaylord/Daune' (5/11)
  - Server work and https setup - **Tom did it on Friday with a little help from Steve W. and Uday.**
  - Report Manager **Partially Resolved** Everyone Rule -- take away unused pages setup report manager security for users.
  - Troubleshoot Queries that users can not see - Ed & Daune'.  **In-Process** 
  - Enrollment - Class Nbr Lookup (5/11) - Dan Resolved and added to upgrade scripts
  - ID Delete/Change, Org ID Delete/Change (later) 
  - Defaulting blanks in SSN field when there is no SSN (5/11) OPEN
  - Finalizing the "Everyone" permission list for security (5/11) OPEN
  - Setting up Process Scheduler for queries (later) Next Step is Barbara's Document
  - The process for setting up full parallel payroll testing. ** Plan in Place **
  - We are having some problems with translate values. - Daune' ** Resolved **
  - Objects missed during the last part of the upgrade. - **Items should be reported to Tom.**
  - Inferred database Links **Steve found solution.**
  - bulk collect hanging in PL/SQL **Steve found solution.**






==== Notes from 5/1/2007 ====
  * HR/Payroll
         * Darrell looks like he is missing some views and records (Tom is working on it).
         * Darrell is continuing work on autosys jobs and process scheduler
         * Annette is going to turn off workflow in production 8.1 (Done).
         * Barbara has new indexed help (requiring a reboot?)
         * Towards the end of May, we will need to do a parallel payroll test.  This will require a clean copy of production data in 8.9.  We need to put a test plan in place with Payroll at least two weeks in advance.
   
  * BMaps et cetera
         * Menu's are all done.
         * Barbara, Annette and Steve are looking at materialized views for wu data.
         * Barbara is looking at AutoSys and Process Scheduler Jobs.
         * Barbara needs help from Steve W. and Tom with External Table Load ETL.
         * Account Code Load still pending.

 
  * Student 
         * Daune' and Rene will need to do a parallel tuition calculation test (similar to the parallel payroll test).
         * Gaylord is working on the new Admission Common Application for 8.9.
         * Daune' reports all Mass Changes (except for one in Financial Aid) are working.
         * Daune' and Rich are working on Admission letter gen.
         * Steve needs to send a note to Jane and Sharon concerning Millennium bridging (this will be the first bridge we tackle (and needs to wait until after Wu data)).
         * Rich will work on Registrar's Menus as soon as Admission Letter Gen is tested.
   
  * Portfolio Infrastructure
         * Steve W. and Mike Loegering have Test Curl and Test Portfolio nearly complete.
         * We need to begin testing "representative" SQL statements.

  * PeopleSoft Infrastructure
         * Fixing problems with current TEST database.
         * Tom is reconfiguring TUX1?.
         * Running Mini-upgrades.
         * We need to schedule a load test for late May.



== Old Links ==
ITS Task List [[https://itsdoku.wesleyan.edu/doku.php?id=adminsystemtasks:current| Current AdminSys Tasks]]

[[\\stowe\htmldocs\Upgrade to 8.9\Issue Tracker\Upgrade 8.9 Issues database.mdb| Upgrade Issues Database]]



















==== Notes from 4/24/2007 ====
=== New Test Database 4/24/2007 ===
  * Please contact Tom with any problems with the new installation.

=== Group Reports ===
== Technical Infrastructure: Tom, Steve W. and Uday ==
  * Tom will be reworking **PSTUX1**.
  * Refining and rerunning upgrade scripts -- in mini-upgrades.
  * Tasks impacting Upgrade: Powerfaids problems.

== HRMS/SFIS Customer and Product: Ed, Daune' and Dan P. ==
  * Fix mass changes - Daune
  * Fix Update Incumbent process for positions - Dan P.
  * Get all processes to show for MASSOPER user.
  * Payroll Testing
  * Meeting Scheduled with user offices for 4/26/2007
  * Test all PS8.9 interfaces with EPortfolio


== HR/Payroll: Dan P./Annette/Darrell ==
  * Menu Items: Tested and looking good.  Temp employee process needs some additional work.
  * Darrell is working with Uday's support on component interface.
  * Darrell is moving forward on AutoSys and Processor Scheduler jobs.
  * Payroll Testing
  * If possible, we would like to avoid the next tax update in PRODUCTION until after the upgrade.  (definite)
  * Tasks Impacting the Upgrade: Compensation Management, ED, OrgPlus, Pension Plan, Procedure for Comp increase letters online

== Student: Admission, Accounts, Res. Life and Records: Dan, Gaylord and Rich ==
  * Menu Items: Admission, Student Accounts, Res Life and Public Safety looking good.  Registrar's Processes need some additonal work - Gaylord and Rich is going to focus on them.
  * Updated the run_ps_process.pl to run SQR, Sql and Perl Scripts.
  * Letter Gen Testing - Daune' & Rich
  * Naming Conventions:   
     - start with 89
     - next is the functional area (cs,hr, fp, or wes for more general functionality)
     - then the sqr name
     - next you can put a short description if the sqr name does not mean enough.
     - and finally the database without ps89.
 **Examples:**
         89_wes_Sysadm_Grant_Maintenance.sql_dev
         89_fp_wb_pln_x.sqr_bmaps_qtable_create_dev
         89_cs_wsftuit1_sqr_dev 

  * Tasks Impacting Upgrade: Connect-ED, Lyris Lists, Res Life Frosh Survey, EMS, Course Catalog Spreadsheet for Communications (5/15), Tuitition Calculation change for fall 2007 billing Annette/Dan(6/22), Assign Mail Box Block Gaylord 6/1, Summer Registration ? Mary/Tom, Common App and Payment Process 8/1 Gaylord, Page to Enter Mailbox Wes Combinations 8/1 Gaylord.

== Financial Planning: Barbara ==
  * Menus generally looking good.  Almost done with major menu redesign.
  * Working with Uday on Account Code Table Load.
  * Looking at rebuild of Wu_data materialized views (Curl People Files).
  * AutoSys Jobs next Up.

== Portfolio Testing: Mike Loegering, Steve W., James Taft, Henk Meij, Matt Elson ==
  * Mike has trapped "representative" Sql Statements.
  * James and Mike are employing a san snapshot to create a snapshot version of the database for Curl.
  * James, Steve et al have chosen Sulu to front-end the san db.
  * We expect to have a test portfolio version up within a week.

=== Notes from 4/18/2007 ===
As discussed this afternoon, Uday's priorities this week are:
  * Upgrade process - with Tom
  * Fix mass changes - Daune/Dan
  * Review/fix component interface processes - Annette/Darrell
  * Fix Update Incumbent process for positions - Dan P.
  * Fix and update all issues with Report manager/Process scheduler (should be fixed with upgrade)
  * Account code table load - Barbara
  * Fix pers_srch_cs_sbp so that name consistently appears on all panels - Dan K.
  * Get all processes to show for MASSOPER user.


===== Groups/Members =====

^Group ^Link ^Members ^
|SFIS task list |[[task-sfis]] |[[task-sfis#Dan]], [[task-sfis#Gaylord]], [[task-sfis#Rich]], [[task-sfis#Tom]] |
|HRMS/Payroll task list |[[task-hrms]] |[[task-hrms#Annette]], [[task-hrms#Darrell]]|
|Finance task list |[[task-fin]] |[[task-fin#Barbara]], [[task-fin#Rich]]|
|Database/Servers |[[task-db]] |[[task-db#Steve]], [[task-db#Tom]]|
|Portfolio|[[task-portfolio]] | Michael Loegering, Tom DiMauro et al |

Upgrade Problem List [[problems]]

Modified PLSQL Objects [[mod_plsql]]

Wesleyan Custom Menus and W89 Projects [[\\stowe\htmldocs\Upgrade to 8.9\wesleyan menus.xls]]
----

**SQR Modification Procedures **
 
We decided in the meeting that we would eliminate all files from SQR_WES in the test environment.  
Each custom SQR will be tested in DEV.
SQRs/SQCs will be "checked out" by making a copy of the file with the developers name apended to the end of the file name. Once the programmer is satisfied that it is working properly the file will be updated (at a minumum) with a line item of UPG89 and the developers initials and a copy will be place in SQR_WES in the test directory structure.  The original renamed copy of the file can be deleted from SQR_WES in DEV.  

----
** Autosys Processes **
[[https://iasapp1.wesleyan.edu/psadmn/upgrade.autosys_list_all|List Autosys Jobs]]

The command line will change to something like:  

  * /psopt/autosys/run_ps_process.pl -c {ps89prod,ps89dev,ps89test} -f {test.sql,test.sqr,test.batch,psae.exe} -a"other parameters"
  * production jobs will run on pstux1 and all others will run on pstux2
  * Autosys has not been installed on pstux1 yet.
  * Naming Conventions:   
     - start with 89
     - next is the functional area (cs,hr, fp, or wes for more general functionality)
     - then the sqr name
     - next you can put a short description if the sqr name does not mean enough.
     - and finally the database without ps89.
 **Examples:**
         89_wes_Sysadm_Grant_Maintenance.sql_dev
         89_fp_wb_pln_x.sqr_bmaps_qtable_create_dev
         89_cs_wsftuit1_sqr_dev

===== Schedule ======







































====April====
  * 4/2 Test Portfolio Review Set-up Mike Loegering et al [[task-portfolio]]
  * All Programmers continue to work through menus and processes -- updating spreadsheet. [[\\stowe\htmldocs\Upgrade to 8.9\wesleyan menus.xls]]

  * 4/10 Steve W. install AutoSys on Tux2.
  * 4/5 Darrell and Matt configure GPG on Linux Boxes.
  * 4/5 Steve W. provide AutoSys Sequel and Spreadsheet.
  * 4/10 All Programmers prototype choose two Autosys Jobs which we will evaluate in the next upgrade meeting.
  * 4/9 Tom prepares for next test move.
  * 4/16 Move to Production 1

====May====

====June====
  * 6/4 Move to Production 2





====July====
  * 7/13-7/15 Go Live weekend

===== Database Upgrade Moves =====
^Type ^Start Date ^Tools Source ^Data Source ^Output DB ^
|Test1 |11/27/2006 |DMO |psprod80 |PS89PRO1 |
|Test2 |1/22/2007 |DMO |psprod80 |PS89PRO2 |
|Prodint |3/5/2007 |DMO |psprod80 |PS89INT |
|ProdMP1 |4/16/2007 |PS89INT |psprod80 |PS89MP1 |
|ProdMP2 |6/4/2007 |PS89INT |psprod80 |PS89MP2 |
|ProdMP3 |7/4/2007 |PS89INT |psprod80 |PS89MP3 |
|GoLive |7/13/2007 |PS89INT |psprod80 |PS89PROD |